If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process.
For over 20 years, the AAII Model Shadow Stock Portfolio has reflected the investment...

We’ve recently added bonus audio of FactSet’s Elisabeth Kashner giving guidance on building a portfolio of ETFs. She also shares the biggest lesson she’s learned over the course of her career.
If you haven’t read the full interview with Elisabeth in this month’s AAII Journal,...

If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process.
The exchange-traded fund industry is continuing to experience strong growth,...

Feature: Portfolio Strategies »
Solving the Problem of Retirement
by Paul Merriman
Retirement places potentially unlimited demands on finite savings, but there are three actions investors can take to mitigate the problem.
Stock Strategies »
Three Value-Investing Benchmarks
by...

Feature »
Piotroski Price-to-Book Screen
by John Bajkowski
The ranking system’s highest scores work well for high price-to-book stocks, but F-Scores of 6 to 7 work better for low price-to-book stocks.
Financial Statements »
Using Accruals to Judge How Persistent Earnings Will...

Feature Article:
When You Haven’t Saved Enough for Retirement
Saving more, working longer, delaying the claiming of Social Security benefits and tapping home equity can all help fund retirement.
by Charles Rotblut, CFA
In This Issue:
Stock Strategies »
What Is Your Investing...

Feature Article:
Portfolio Strategies » Factors Allow Investors to Think Differently About Diversification
Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk.
In This Issue:
Portfolio Strategies...

The March 2017 AAII Journal is Now Available Online.
Feature Article:
The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening
Four of the 10-best performing funds are from the health care category, but this number is down from seven last year.
In This...

Feature Article:
The Individual Investor’s Guide to the Top Mutual Funds 2017
The online version of our annual mutual fund guide has all new features, including reports for each fund.
In This Issue:
Briefly Noted
Cognitive Aging Creates Financial Obstacles
Strategies for Unneeded...